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Home My WebLink AboutUkrainian Community Center - Russian/Ukrainian Refugee Assistance Rating Tool for 2009/2010 Funding Applications SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any answer no, the application review stops. Yes o MI Submitted before deadline? 6 ❑ All questions answered on City supplemental application? ❑ E Common Application Checklist-all items "yes"? c o U.A.--- 11 14. ° le-'----- COMMON APPLICATION CHECKLIST Yes No Cover pages 1 ...6. Agency Information and Questions 1-7. " R Ti1 Question 8 Organizational Experience (2 page maximum) Er ❑ Question 9 Need for Your Program (2 page maximum)" ., ❑ Question 10 Proposed Program/Service (6 page maximum)_. Er ❑ Question 11 Long Range Plan (1 page maximum) r! ❑ Question 12 Budget (2 page maximum) Data Tables ❑ Question 13 Number Of.Individuals/Households Served E❑ Question 14a-c Performance Measures and Average Cost of Service Er El Question 15 Demographics"(from all funding sources) ❑ Question 16 Program Staff `: ID Question 17 .Program Revenue& Expense Budgets R ❑ Question"18 Subcontracts L'J Required.Documents oroof of non-profit status Arganizational Chart' gency/Organization Mission Statement k Q Board resolutionauthorizing submittal of the application (may be submitted up to 60 � 'days after application). al L❑ List of the current governing board and local board, if applicable, (include name, position/title, City residence, length of time on the Board, and expiration of terms. �� Note airy vacancies.) Ill L❑ Board Meeting Minutes of last three board meetings of governing board and local board as applicable'" Nr't Annual Budget rWitj Financial Audit Cover Letter r ''''.11 Financial Audit Management Letter [5; Financial Statement 0 Verification of Non-Discrimination Policy Program Intake Form ❑ Vgliding Fee Scale ,16._, PASS / FAIL Ra ... •ool p. 1 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating Tool414financeupdate.doc SECTION 2. Karen & Dianne: All pre-applications Passed No Score Rating Tool p. 2 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc SECTION 3. Dianne: For informational purposes this year: Agency's Past Performance Past Funding History for last two funding cycles 2005-2008 • (Circle CDBG or GF) Amount Allocated: 2005-2006 CDBG / GF 2007-2008 CDBG /GF Yes No ❑ ❑ Were quarterly reports on time in `07? ❑ ❑ Was first quarter report in '08 submitted on time? • ❑ ❑ Did agency meet 100% of all the performance measures in 2007? If not— which ones did they not meet? ❑ ❑ Did agency submit an annual outcome report, on time for '07? ❑ ❑ Was a monitoring visit done? If yes, were there any findings? Yes _ No ❑ ❑ Did agency staff respond to staff requests for information in a timely manner? (looking for a pattern, not one-time occurrences) in 2007? ❑ ❑ Did agency staff attend the City of Renton contract workshop in 07? ❑ ❑ Did agency staff attend the'Joint City funding workshop in 2008? ❑ ❑ Was there key staff turnover in 2007? If so, what position(s) and how many? • No Score Rating Tool p. 3 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc SECTION 4. Staff check (Mary Ann and Dianne): make sure numbers in tables match. Score based on the number of boxes checked "Yes" Yes No ❑ ❑ #5 Total project costs need to match the totals on #17. ❑ ❑ #6 Total City funds requested for 2008 and requested for 2009 must match numbers given in table #17. ❑ ❑ Last column of#6 must match first column of#14C. ❑ ❑ Average cost of service per client for Renton in#12C must match same in #14C ❑ ❑ Last column of#13 must match middle-columnKof#14C. ❑ ❑ In #13 - column two percentages must add to 100%.. ❑ ❑ In #13 - if agency selected individuals or households, should be answered the same in question #15. ❑ ❑ #13 1st column numbers must match numbers on the top of#15. ❑ ❑ Three columns in #17,,p 19 (Revenue Source) add correctly? ❑ ❑ Three columns in #17p.,,20(Program Expense) add correctly'? a , SCORE: / 10 Rating Tool p. 4 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc SECTION 5. Finance Subcommittee of Human Services Advisory Committee: Scores financial health of the agency Originally the thought was that this would be pass/not pass. However, it does not get to the financial health of the organization. 1. Level of Financial Statements without "going concern" noted in Auditor Cover Letter ❑CPA Audited 3 points ['CPA Other/reviewed 2 points ❑Internally prepared 1 point 2. Program Budget A) Is there a change of over 20% in the total program budget line on Table 17 Revenue Source between 2007 Actual and 2008 Budgeted?'" ❑Yes ❑No If yes, has this been adequately explained-in"question 12 B, "Changes to budget"? ❑Yes 0 Points [No -2 Points ." B) On Question 17, are the:totals for programbadgef Revenue or Expenses off by more than $100? ❑Yes -3 points ❑No 0 points 3. Balance Sheet Strength. Does the program%agency;"have a positive total net asset figure on the balance sheet?.; 5 ❑Yes , ; 1 point ❑No, : 0 points" ;:; ; 4. Balance Sheet.`Liquidity;:. Is the current ratio at:least.1.10on-the Program /Agency Balance Sheet? (Current assets divided by., current liabilities = current ratio). El Yes 2 points No 0;points 5. Diversified Funding Program-;has a;mixture of funding sources for 2007 as shown in Question 17, revenue source:' ❑ At least 1 each City, Other Government Funds and Private Sources 3 points ❑ Has funding from at least two of the three types listed above. 2 points ❑Only City funding sources, but receives funding from more than one city. 1 point SCORE: / 9 Rating Tool p. 5 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc 6.. Human Services Advisory Committee: Scores quality of the application 0-3 a. Organizational Experience (score:0-3) Agency has track record of providing service (score 0-3) Staff has applicable/related experience in working with proposed program and/or training (score i0-3) Was there an explanation,.asltp.how the Board stays informed and connected,,about needs in South King County? :u`` b. Is the need in the City supported by data? (score 0 —3) Is the data specific to Renton or to`S.outh King County? (score 0 — 3) Is there a quantifiable need? c. How easily can Renton:residents access.the program? , (score 0-3) Does the,proposed outreach fit Renton or show knowledge of Renton?'- h (score 0-3) Were the l'an}guage'and cultural needs of the clients addressed? (score.0-3) Does:the agencyp-opose tohave subcontractors or partners? Are services accessible through`1) the organization or 2) the .subcontractors/partners? (Circle one) d: =Long-Range Plan (score-03) Is along-range plan described, versus a strategic plan? (score 0-3)fiDoes the list multiple funding sources for future 'funding? ` ..(score,0-3) Was evaluation of services mentioned in the plan? SCORE: / 33 Total Score: / 52 Rating Tool p. 6 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc